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price = (Unit price * Line quantity) Line discount. Microsoft Dynamics AX applies the discount to
the unit price, e.g. Extended price = (Unit price Markdown amount) * Line quantity. The Order to
AX Sales Order and Order to Sales Order Service template maps include a formula to handle
this integration appropriately, but you must be aware of this difference in calculations if you choose
to make any map changes in this area.
To calculate line discounts for the Microsoft Dynamics CRM order, the following equation is used in
the AX Sales Order to Order and AX Sales Invoice to Invoice maps: (Line discount * Quantity)
+ (((Unit price Line discount)*(Disc. pct / 100)) * Quantity)
Note: If you make map changes in this area, make sure to set the rounding to match your
Microsoft Dynamics AX functional currency decimal precision.
·ð By default, the Order to AX Sales Order and Order to Sales Order Service maps calculate line
discounts based on the option selected in Microsoft Dynamics AX (go to Accounts Receivable,
select Setup, select Accounts Receivable Parameters, select Prices, and then select
Discount). If your line discount option is different, then you need to modify the map to match the
·ð By default, this map supports the Line discount option as listed in Microsoft Dynamics AX (go to
Accounts Receivable, select Setup, select Accounts Receivable Parameters, select Prices,
and then select Discount). If an option other than Line is selected, then the map calculation must
be modified.
Possible options for this setting in Microsoft Dynamics AX include the following: Line, Multiline,
MAX(Line,Multiline), Min(Line,Multiline), Line+Multiline, and Line*Multiline.
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CONNECTOR FOR MICROSOFT DYNAMICS CONFIGURATION GUIDE FOR MICROSOFT DYNAMICS® AX
·ð Third-party delivery terms on sales orders require custom field maps in order to integrate correctly.
Microsoft Dynamics AX requires a carrier ID that is not provided by the template map. To customize
this map, follow these steps:
1. Add a customized field in the Microsoft Dynamics CRM order for the Third Party Carrier ID
field.
2. In Connector for Microsoft Dynamics, add a mapping function for the Carrier ID field in the
Order to AX Sales Order or Order to Sales Order Service map.
Address2 in Microsoft Dynamics CRM
Accounts in Microsoft Dynamics CRM require both a primary and a secondary address (address1 and
address2). Address2 is generated automatically when the account is submitted for integration with
Microsoft Dynamics AX. When an account is integrated with Microsoft Dynamics AX, removing the
secondary address from the ship to addresses collection in Microsoft Dynamics AX will not remove
address2 from the corresponding account in Microsoft Dynamics CRM. The deleted address is re-created
in Microsoft Dynamics AX when the account is updated in Microsoft Dynamics CRM.
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CONNECTOR FOR MICROSOFT DYNAMICS CONFIGURATION GUIDE FOR MICROSOFT DYNAMICS® AX
Microsoft Dynamics AX to Microsoft Dynamics CRM maps
The following sections provide additional information about how data is mapped from Microsoft
Dynamics AX to Microsoft Dynamics CRM. Detailed information about each map is listed.
AX Enumerated Values to Picklist and Enumerated Values to Picklist
Microsoft Dynamics AX data takes precedence over any other data that is synchronized. The data found
in Microsoft Dynamics AX is compared to the data found in Microsoft Dynamics CRM and is synchronized
as follows:
1. The data found in Microsoft Dynamics AX is added to Microsoft Dynamics CRM if it does not already
exist in Microsoft Dynamics CRM.
2. If a value is found in Microsoft Dynamics CRM that does not exist in Microsoft Dynamics AX, the
following processing occurs:
a. The text of the value is surrounded with an asterisk (*). The asterisk is added because:
·ð Existing Microsoft Dynamics CRM records may contain the picklist value and data integrity
must be maintained.
·ð As users add new records in Microsoft Dynamics CRM, they will see that these values are
not valid in the ERP system and the text is intended to prevent these values from being
selected.
Note: If a Microsoft Dynamics CRM picklist value that contains the text (Not in ERP) or
starting and ending with an asterisk is associated with a record that is intended to integrate
to the ERP, the record will NOT integrate because there is no corresponding value in the
ERP.
b. If appending and prepending an asterisk causes the value to exceed the allowed length, an
exception is raised.
c. If the Picklist map is rerun, the asterisk is not appended or prepended again.
d. If the Picklist map is rerun and a Microsoft Dynamics CRM value that already contains leading
and trailing asterisks is now found to exist in Microsoft Dynamics AX (it was added to Microsoft
Dynamics AX after the initial run of the Picklist integration map), the asterisks are removed
from the Microsoft Dynamics CRM value.
3. If a matching value is found in Microsoft Dynamics CRM, that value will be renamed to match the
Microsoft Dynamics AX value. For example, Microsoft Dynamics CRM has a shipping method value
of Ex and Microsoft Dynamics AX has a shipping method value of EX. The existing Microsoft
Dynamics CRM shipping method value will be renamed to EX.
Note: Run this map after you have created a new integration and configured your Microsoft Dynamics
CRM organizations in the Connector for Microsoft Dynamics client and before you begin activating other
maps.
The map can also be used later if data needs to be synchronized again. The values that are updated in
Microsoft Dynamics CRM are all of type Picklist and some of these values cannot be updated manually
in Microsoft Dynamics CRM.
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CONNECTOR FOR MICROSOFT DYNAMICS CONFIGURATION GUIDE FOR MICROSOFT DYNAMICS® AX
Picklist synchronized data
The following is a list of the data values that are updated in Microsoft Dynamics CRM from the
enumerated values found in Microsoft Dynamics AX.
Microsoft From (in Microsoft Dynamics To (in Microsoft Dynamics CRM)
Dynamics AX)
CRM entity
Account Customer Group ID Account Category Options
Address Type Names Address1 Address Types
Address2 Address Types
Delivery Terms ID Address1 Freight Terms Options
Address2 Freight Terms Options
Mode of Delivery ID Address1 Shipping Method Options
Address2 Shipping Method Options
Payment Term ID Payment Terms Options
Contact Address Type Names Address1 Address Types
Address2 Address Types
Delivery Terms ID Address1 Freight Terms Options
Address2 Freight Terms Options
Mode of Delivery ID Address1 Shipping Method Options
Address2 Shipping Method Options
Contact Gender Contact Gender
Contact Marital Status Contact Marital Status
Payment Term ID Payment Terms Options
Mode of Delivery ID Shipping Methods Options
Customer Address Type Names Address1 Address Types
Address
Address2 Address Types
Address Type Address Type
Delivery Terms ID Freight Terms Options
Mode of Delivery ID Shipping Method Options
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